Carmel Capital Partners, LLC
Top Portfolio Positions
82 positions ·
$165,562,585 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HD |
Home Depot, Inc.
Consumer Cyclical
|
73,577 | $24,198,739 | 14.62% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
98,335 | $8,539,411 | 5.16% | |
| QCOM |
Qualcomm Inc/De
Technology
|
39,606 | $5,100,460 | 3.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
12,375 | $4,600,406 | 2.78% | |
| APG |
APi Group Corp
Industrials
|
108,733 | $4,405,861 | 2.66% | |
| ON |
On Semiconductor Corp
Technology
|
66,639 | $4,126,286 | 2.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,583 | $3,662,011 | 2.21% | |
| ARI |
Apollo Commercial Real Estate Finance, Inc.
Real Estate
|
336,262 | $3,550,926 | 2.14% | |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
197,863 | $3,407,200 | 2.06% | |
| NEE |
Nextera Energy Inc
Utilities
|
35,158 | $3,265,475 | 1.97% |
Portfolio Trend
18 quarters · across all stocks
Holdings in MSIF
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,040 | 18,312 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $155,879 | 11,863 | Shares | Sole | 2026-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||